See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,846 | $154,117-37.2% | $129,995-25.5% | $139,434-30.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 15.16% | 32.48%-17.3pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $9,015 | $5,289+70.4% | $4,320+108.7% | $4,751+89.8% |
| Participant deferral / active EE | $19,836 | $6,710+195.6% | $5,820+240.8% | $6,710+195.6% |
| Admin fee / account holder | $33,154 | $14,007+136.7% | $10,614+212.3% | $11,403+190.8% |